Workflow design software: Best tools to automate processes
“Nutrient allows us to move a few thousand feet above the day-to-day.
The system automates daily so we can focus on improving service
management.”
GLAXO SMITH KLINE
Nutrient document generation creates DOCX and PDF files using live workflow data, reusable templates, and business logic — all without manual edits or disconnected tools.
Automatically generate agreements with dynamic clauses, customer data, and branded formatting.
Create formal notifications that trigger based on workflow status or approval decisions.
Issue training certifications, credentials, or completion letters — personalized and secure.
Build audit-ready reports with live data, digital signatures, and full traceability.
Use familiar authoring tools to design templates — no proprietary syntax or external software required.
Pull values from form fields, tasks, and workflow metadata directly into your generated files.
Show or hide sections, clauses, or fields based on business rules, roles, or data inputs.
Populate structured data like line items, pricing tables, or equipment lists automatically.
Track template changes, maintain version history, and generate audit-ready documents with full traceability.
Connect to CRMs, ERPs, or document storage systems to fetch or send data at scale.
PROVEN AT SCALE
Transformed guest services and operations by digitizing forms, approvals, and exceptions — enabling staff to resolve requests faster with fewer manual handoffs.
Digitized capital finance approvals and compliance tracking. 150 employees now process hundreds of projects with SAP integration, full SOX compliance, and approvals that complete in a single day instead of weeks.
Standardized global IT request management with Nutrient Workflow — processing 16,000+ requests per month across 60 countries. Cut costs by up to 90 percent per transaction and simplified user requests with one universal interface.
AI DATA EXTRACTION
We’re excited to introduce AI Data Extraction, a new capability in Nutrient Workflow that automates the extraction of critical data from PDFs and other documents.
INTEGRATIONS AND DEPLOYMENT
Built to connect, built to scale — without brittle integrations or vendor lock-in.
| Native integrations | Flexible deployment models |
|---|---|
| SharePoint and Exchange | Cloud |
| SAP, SQL Server, Deltek | Private cloud |
| Salesforce, HubSpot | Self-managed/on-premises |
| Email, SFTP, monitored inboxes | Hybrid deployments |
| Power Automate, Zapier, AWS Lambda | |
Nutrient gives you control over every file you generate — from template design to audit output.
Use familiar DOCX tools and inject live data — no external software required.
Rest easy knowing that every file is generated from traceable actions, form data, and workflow history.
From contracts to compliance reports, create documents that match your team’s logic and format.
Generate thousands of files per month with full control over formatting, versioning, and access.
FREE TRIAL
Automated document generation creates PDF or DOCX files using live data from a workflow — without manual editing or exporting. With Nutrient, you can trigger generation based on form submissions, task completions, or approval milestones.
Yes. Nutrient supports standard DOCX templates, so you can design using Microsoft Word and inject dynamic data using merge fields. No proprietary editors or coding are required.
You can automate contracts, certificates, funding summaries, compliance reports, HR letters, and more — anything that follows a repeatable structure and uses workflow data.
Absolutely. Use conditional logic to include or exclude clauses, tables, or sections based on data inputs, roles, or rules — giving you precise control over the content.
Yes. Nutrient tracks each generated document with timestamps, source data, and workflow history. You can always see what was generated, when, and why — perfect for compliance and record keeping.
Yes. You can generate different documents at multiple stages of the workflow — for example, a quote after intake, a contract after approval, and a compliance report after execution.
